Morton Community Bank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Morton Community Bank’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.63M	Buy	93,750 +853	+0.9%	+$44.4K	1.01%	45
2025 Q4	$4.96M	Buy	92,897 +4,722	+5%	+$252K	1.07%	31
2025 Q3	$4.62M	Buy	88,175 +17,507	+25%	+$928K	1.07%	32
2025 Q2	$3.7M	Buy	70,668 +6,919	+11%	+$342K	0.92%	53
2025 Q1	$3.18M	Sell	63,749 -2,227	-3%	-$112K	0.83%	69
2024 Q4	$3.19M	Sell	65,976 -147	-0.2%	-$7.11K	0.84%	64
2024 Q3	$3M	Sell	66,123 -520	-0.8%	-$22.7K	0.78%	79
2024 Q2	$2.74M	Buy	66,643 +1,274	+2%	+$52.4K	0.77%	77
2024 Q1	$2.75M	Buy	65,369 +142	+0.2%	+$5.61K	0.79%	79
2023 Q4	$2.45M	Buy	+65,227	New	+$2.26M	0.8%	78

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morton Community Bank's XLF Position: Q1 2026 in Review

Morton Community Bank increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.92% in Q1 2026, buying an estimated $44.4K and bringing the position to 93,750 shares worth $4.63M. The position accounts for 1.01% of the portfolio, ranked #45.

Morton Community Bank first reported a position in XLF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.96M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Morton Community Bank held 93,750 shares of State Street Financial Select Sector SPDR ETF worth $4.63M as of Q1 2026.
Morton Community Bank bought 853 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $44.4K.
State Street Financial Select Sector SPDR ETF made up 1.01% of Morton Community Bank's portfolio in Q1 2026, its #45 holding.
Morton Community Bank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Morton Community Bank's State Street Financial Select Sector SPDR ETF position peaked at $4.96M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.